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Essex Property Trust shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Essex Property Trust (ESS) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Essex Property Trust

Tip: Access up to 7 years of quarterly data

All positions including Essex Property Trust held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Essex Property Trust by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 11k 244.82
2023-12-31 $3.3M 13k 247.94

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View all positions for Kingswood Wealth Advisors

Top funds holding Essex Property Trust

Vanguard Group
BlackRock
Cohen & Steers Capital Management
Principal Financial Group
T. Rowe Price Associates
Geode Capital Management
FMR
Massachusetts Financial Services
Legal & General Group
Daiwa Securities Group
Jpmorgan Chase & Co
Dimensional Fund Advisors
Deutsche Bank Aktiengesellschaft
Ameriprise Financial
Robeco Investment Management

View all funds holding Essex Property Trust